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Linux Software

The Linux Kernel and Software Patents 629

batsman writes "The Linux VM system programmers are discussing the software patents that could block further development of important features. Alan Cox brings up several SGI patents covering the techniques they were considering, and Daniel Phillips has found some patents that affect features already present in Linux. Linus Torvalds thinks they should ignore these patents and pretend they don't exist until they cause troubles. How long before kernel developers are sued for patent infringement?"
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The Linux Kernel and Software Patents

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  • Ridiculous (Score:2, Interesting)

    by jimmy_dean ( 463322 ) <james.hodappNO@SPAMgmail.com> on Friday August 23, 2002 @02:23PM (#4128185) Homepage
    This is absolutely ridiculous and I agree with Linus. This is where patents are extremely stupid. As long as someone is not copying the code verbatim, then I don't think it should infringe on the patent.
  • by swagr ( 244747 ) on Friday August 23, 2002 @02:26PM (#4128229) Homepage
    The patented parts of the kernel were deveopled in Malta, Egypt and Madagascar where no one holds said patents.

    Also, kernel.org releases the SOURCE code. And it's more of a "reference implementation" or "proof of concept" than anything else. If someone actually COMPILES the kernel without first removing patented techniques, well, that's their own problem.
  • Who is sued? (Score:5, Interesting)

    by jmv ( 93421 ) on Friday August 23, 2002 @02:26PM (#4128237) Homepage
    How long before kernel developers are sued for patent infringement?

    This brings up an interesting question. Who gets sued in this kind of situation? The one who writes the code, the one who compiles it, the one who distributes it or the user? Technically, there shouldn't be anything wrong with the source code itself, since it is not a product or a device. An example is that the ISO source code is freely distributable, even though there are many patent problems. Now it's it's not the developers, who is it? Unisys seems to have tried going after GIF users (web sites), while some others seem to try differt approaches. This is one really bad thing about software patents.
  • by xant ( 99438 ) on Friday August 23, 2002 @02:29PM (#4128266) Homepage
    Just because a company holds a patent doesn't mean they have to enforce it, or plan to. If they wish they can grant Linux or the world an unlimited license to use the patented technology (which would be the friendliest approach) or they can simply ignore patent violations, which is at least neutral. (Ignoring, rather than granting license to use, is worse because it means they may change their minds at some point when the technology's already running enterprise servers throughout the world, at which point they pull a Rambus. In some ways it's worse than enforcing right away; at least if they enforce right away there's less damage to existing codebases.)
  • by nuggz ( 69912 ) on Friday August 23, 2002 @02:34PM (#4128325) Homepage
    No, the developer may be sued by the patent holder.
    His freely available illegal implementation decreased the market value of the legal version, and can be held responsible from the patent publication date, not from the date he is notified of infringement.
    This also assumes that the patented algorithms were released publicly before the patent was filed. Also you can't ignore a known patent infringement for many years. Like trademark infringement, you must act when you gain knowledge of infringement.

    IANAL, this is my understanding of patent law in the US.
  • Linus is right (Score:5, Interesting)

    by russotto ( 537200 ) on Friday August 23, 2002 @02:39PM (#4128374) Journal
    The problem with software patents is that the more you look for, the more you will find; lots of basic techniques have been patented (often two or three times). If you look for and find these things, you either have to work around (very difficult or impossible in some cases), sue to invalidate the patent (expensive), or be subject to penalties for willful infringement. If you don't look, the patentholders have to slog through YOUR code looking for reasons to sue (and no willful infringement penalties). Why do their work for them?

    (OK, maybe Linus wasn't right about the hit man thing. A hit man might be cheaper than an IP lawyer, but murder really IS unethical, and besides, you'd have to wipe out the whole corporation, and that gets almost as expensive as a lawsuit. But I assume Linus was speaking tongue-in-cheek there)
  • by jchandra ( 15040 ) on Friday August 23, 2002 @02:41PM (#4128403) Homepage
    On Sun, 11 Aug 2002, Larry McVoy wrote:
    >
    > This issue is more complicated than you might think.

    No, it's not. You miss the point.

    > Big companies with
    > big pockets are very nervous about being too closely associated with
    > Linux because of this problem.

    The point being that that is _their_ problem, and at a level that has
    nothing to do with technology.

    I'm saying that technical people shouldn't care. I certainly don't. The
    people who _should_ care are patent attourneys etc, since they actually
    get paid for it, and can better judge the matter anyway.

    Everybody in the whole software industry knows that any non-trivial
    program (and probably most trivial programs too, for that matter) will
    infringe on _some_ patent. Ask anybody. It's apparently an accepted fact,
    or at least a saying that I've heard too many times.

    I just don't care. Clearly, if all significant programs infringe on
    something, the issue is no longer "do we infringe", but "is it an issue"?

    And that's _exactly_ why technical people shouldn't care. The "is it an
    issue" is not something a technical guy can answer, since the answer
    depends on totally non-technical things.

    Ask your legal counsel, and I strongly suspect that if he is any good, he
    will tell you the same thing. Namely that it's _his_ problem, and that
    your engineers should not waste their time trying to find existing
    patents.

    Linus

  • I Have a question (Score:2, Interesting)

    by sinan ( 10073 ) <sinan@bozuk.org> on Friday August 23, 2002 @02:45PM (#4128444) Homepage
    Assume that you are an organization ( corporate or educational) that has the source code for Microsoft OSs under the shared source program. As you go thru it you find that they have violated patents/licenses. What are your obligations as to the reporting of this to legal authorities, and if you do , then are you protected under any whistle-blower acts, or are held criminally responsible under nda or shared source license. I am really curious about this.
  • Workarounds (Score:2, Interesting)

    by Groo Wanderer ( 180806 ) <charlieNO@SPAMsemiaccurate.com> on Friday August 23, 2002 @02:45PM (#4128445) Homepage
    There is a simple solution to this, or maybe not so simple. When you submit anything to the kernel that might be patented/copyrighted/whatever, you must also submit a workaround, or a functional equvalent that is not copyrighted. It doesn't have to be very good, complete, or as fast, but it needs to work. That way, if a large corporate entity decides to sue, or get an injunction against you, there is a quick way out. Imagine if a fundamental part of the kernel needed to be removed in, oh, say, an hour. How pissed would you be if linux no longer worked, or could be downloaded for the 2 weeks it took for a team to valiantly push out a fix? I would be livid. Worse yet, if I was a CIO, I wouldn't touch linux with a 10 foot (~3.3m) pole ever again.

    If there was a nearly complete workaround that could be put into place quickly, then the 'we'll ignore it until we get a piece of paper with lots of lawyers names at the top' strategy might work. I could live with a 'patch this for a 25% speed reduction coupled with a 100% lawyer reduction a lot more than a 'stop it now' for a month, and then only a 5% speed reduction. The key is to keep things working while corrections are being made.

    For the trolls out there, I know you can keep using the binaries you allready have, and there will probably be MORE mirrors after a lawsuit, but I really want to keep things legal, as I am sure most readers here do. Corporations HAVE to. A good backup plan is worth more than a little grey area now and again.

    -Charlie
  • by mikeee ( 137160 ) on Friday August 23, 2002 @02:54PM (#4128516)
    The big hope here, clearly, is for Linux developers to go ahead and do the obvious, and if some poor fool tries to sue over his VM idea being used in Linux, then Tux's Uncle IBM will drop mention of the umpty-three bajillion silly IBM patents they're violating, and the whole thing will go away.

    Bonus question: if I attempt to enforce a patent used in GPLed code, what happens? Do I lose my rights to use/distribute that GPL code? Is the copyright and GPL on that code unenforcable?
  • by jackb_guppy ( 204733 ) on Friday August 23, 2002 @02:56PM (#4128532)
    Nor does it make it right for a company to patent simple processing.

    The method they patented, if you removed reference to memory, would also cover:

    1) Forward and Backward pointing link list
    2) Node Balancing in B-Trees

    And that is just the tip of iceburg.

    It is time to remove US Patent Office from the software business, they have proven over and over they inability to allow only real inventions in software development. Else the other chose could be is require the Patent Office and its examiers to pay ALL cost and triple damages when they fail to do their jobs.
  • by rsidd ( 6328 ) on Friday August 23, 2002 @02:58PM (#4128545)
    see here [velocet.net].
  • by tstoneman ( 589372 ) on Friday August 23, 2002 @03:04PM (#4128595)
    Linus, this isn't Europe. By publicizing your opinions on the Internet, and since you are the maintainer that sees what goes into the codebase for Linux, you are probably personally liable for any patent infringement.

    You are completely exposed to this liability and to the courts, it's a clear cut as if you went and robbed someone with 10 witnesses plus video tape. What if Microsoft bought the patents, and then sued Linus? This would be a perfect way of killing off Linux as we know it.

    Unless you moved yourself and the code back to Europe where I believe there are no patents on software (yet...) I believe that you MUST follow the rules for US patent law.

    Actually, this might be a good case for why Europe should not adopt software patents. If Linus were to publicize the problems that he encountered because of software patents and especially American software patents, maybe that would stop the Europeans from implementing them. This is because Americans have had a leg-up on the Europeans due to the already-patented software patents, and could use all the patents they currently have to block European software development, much like Linux kernel development is being blocked by patents. Maybe this is just the thing we need!

  • Simple Remedy (Score:2, Interesting)

    by SparkyUK ( 10333 ) on Friday August 23, 2002 @03:12PM (#4128662)
    IBM is putting big money behind Linux and OpenSource in general right? A threat to the Kernel is a threat to IBM.

    I wouldn't want to go toe-to-toe in a tit-for-tat on patents with Big Blue, no siree.
  • by SerpentMage ( 13390 ) on Friday August 23, 2002 @03:19PM (#4128744)
    Patents has NEVER brought anything good to society. All patents do is create a monopoly.

    1) There are no truly unique inventions. Everything is an evolution of everything else.

    2) The car was patented. While the patent of the car was active cars were not built and they were low quality, etc. Ford got around the patent and made cars that everybody could buy and drive. Windsurfers were patented. The company windsurfer held onto the patent and in the last couple years of the patent sued the hell out of companies. Result companies went under and Windsurfer took the money and ran. Sure the original patent holders invented the car and windsurfer. But those same inventors did nothing to further the invention.

    3) Time has shown again and again that ideas or concepts are worth nothing. Execution is worth everything. There are hardly any companies that survive only on patents. If you look at most big companies they survive because they know how to run a business.

    4) Now and the future the only ones penalized by patents will be the "western" world. The rest of the world does not care about patents and they clone, etc. Why? Because patents introduce a penalty that only the "western" world can afford.

  • by gonar ( 78767 ) <sparkalicious&verizon,net> on Friday August 23, 2002 @03:27PM (#4128836) Homepage
    is one of the defining characteristics of a valid patent.

    if someone, or several someones, without knowledge of said patent, come up with the same solution to the same problem, then it clearly fails the non-obvious test, and as such is not a valid patent.

    seems like these patents would get thrown out on that basis.

  • by Obligato ( 589490 ) on Friday August 23, 2002 @04:02PM (#4129208)
    I am neither a patent lawyer nor a programmer, but I have obtained several patents for my company. It has always been my understanding that patent violation only occurs when one uses the patented technology commercially. For example, if a widget is patented (but not copyrighted!!!), somebody can make their own and use it in their own lab/office/home, and even make multiple copies and give them away to their friends, without getting a license or paying royalties. They just can't *sell* the widgets, or *sell* items that use the widgets as components. That seems to make the situation different for Linux and other open source software than for run of the mill proprietary software. Linux is given away for free. Isn't it true that the companies that are "selling" Linux aren't really selling Linux at all, they are just selling packaging, manuals, and technical support? If that is the case wouldn't they be safe from lawsuits? Or does the fact that they are making a profit indirectly from patented algorithms make them liable? What about companies that are *using* Linux for things like running the servers for their online business. They are using patented algorithms in a profit making activity, even if they are not selling it, so would they be liable for violating someone's patent? Are there any patent lawyers on this thread who know the answers to this?
  • by ge ( 12698 ) on Friday August 23, 2002 @04:05PM (#4129235)
    Linus' approach makes a lot of sense. In the case of patents (not copyrights) it's the patent owner's job to defend its IP, you are not required to take steps to avoid infringing on patents you're unaware of.

    Ignorance is bliss......
  • by HiThere ( 15173 ) <charleshixsn@@@earthlink...net> on Friday August 23, 2002 @04:50PM (#4129643)
    1) There was no assertion that inventions created and patented were, in any sense, bad. The assertion was that they were an evolutionary developement that would have occurred anyway. This may not be provably correct, but it is a very different assertion.

    2) There has, as far as I am aware, been only one Thomas Edison. Perhaps there are reasons? You might consider them.

    3) Patents are advantageous to those who hold them AFTER they hold them IF they have enough money to defend them. These conditions are not commonly met among inventors. Patents have been described as "a license to sue and be sued". This is nearly correct, but it ignores the effects of patent pools, which only serve to increase the degree of monopoly in an industry.

    4) Were I to accept the limited degree of benefit that you ascribe to patents, I would still need to consider the costs that they impose. And these costs are formidable.

    My general conclusions are that the US patent system is so broken that we would be better off without any at all. I also feel that a limited patent system might be desireable, in which patent pools should be explicitly prohibited and if a patent was ruled "silly", then the defense fees would need to be paid by the clerk that granted the patent. And that no penalties could be collected under a patent until a panel of experts in the field ruled that it was non-obvious. These experts to be selected by lot from a population that volunteered (for some minimal recompense) and declared at the time of volunteering what their field of expertise was. This is not sufficient to totally rule out silly patents being enforced, but is obviously better than the current system. Also, that this same panel could throw out any patent on the grounds that it was too broad. Not just decline to enforce some particular provision, throw out the entire thing.

    But even with these limitations, I am dubious that a decent patent system could be constructed. The examiners are required to be specialists in too many disciplines, and this is clearly impossible.

  • by EggplantMan ( 549708 ) on Friday August 23, 2002 @05:18PM (#4129895) Homepage
    IANAL, but in Canada there is a legal idea called willful blindness which makes willfully denying yourself information that would reveal to you whether or not what you're doing is legal to be just as bad as knowing what you're doing is illegal. The establishment of willful blindness essentially provides the proper mens rea to convict someone of the crime in question. So it seems that Linus' strategy of 'see no evil' is a poor one from a legal standpoint.
  • Code Anonymously (Score:2, Interesting)

    by pseudorand ( 603231 ) on Friday August 23, 2002 @05:22PM (#4129943)
    That's why we should all release any questionable code anonymously. Just uploade it a few places from your local internet cafe and let the net do the rest. If there's no target for the suits, the patent becomes uninforcable, just like trying to sue everyone who downloads an copyrighted MP3. Free the Information, Man!
  • by balloonhead ( 589759 ) <doncuan.yahoo@com> on Friday August 23, 2002 @05:39PM (#4130067)
    Linus' point is that he is not wilfully violating someone else's property - he can only do this if he is aware there is a patent/IP issue, but he doesn't check...

    As he says, he has no problem with you violating his IP - he does not think software engineers should concern themselves with such things.

    Patent law is a big issue (as I'm sure any ./ reader knows) to the OS community - the internet has broken down barriers which were there artificially before and this has accelerated (along with capitalism and the desire to make a quick buck regardless of ethics) the usual problem of laws only holding up after being suitably challenged.

    If I patent software, and in 50 years we discover aliens from Mars have implemented the same thing, can I sue them, even though they couldn't have known about it? (assuming of course they haven't been intercepting our broadcasts for years...) Obviously not. How then can I sue some guy in another continent/country/state/town who happens to have had the same idea? We're not talking about the same code, or the same song, or the same book a la copyright - just the idea.

    The point is there are large grey areas - the laws are there to protect someone copying someone else's work at the first person's expense, but they do not take into account that two pepole can have the same idea. What if the first person who discovered it had patented fire? ACtually, I can see next week's slashdot headline as someone realises there are no previous claimants and does so...

    And the worst side of it is: the companies/people who patent things which are known about but not previously patented. That's using the whole protection of ideas thing but potentially against the original designer.

  • by SerpentMage ( 13390 ) on Friday August 23, 2002 @06:39PM (#4130410)
    Patents do not foster creativity. They foster ways to beat the patent and not evolve the product. This is cloning with a twist.

    Will all scientific information become a trade secret? Some yes and guess what there is plenty that is a trade secret anyways. Why? because even with patents once the cat is out of the bag it is out of the bag.

    Patents could have protected a small inventor from true monopolizers, but in fact the small time inventor is hurt by patents today. These days to get a world wide patent costs several hundred thousand dollars. In the EU it costs about 30,000 Euros and in the US about 20,000 dollars. This is not money that a small inventor has. However, it is something large corps can afford. And then large corps use that money to fend off competitors. In other words a big corp can be inefficient.

    Now I am going to throw you a concept. Imagine that there was no patent protection and there was rampant cloning or evolution? Could an industry survive? Absolutely... Examples include, books, music, sports, fashion, food (wine, beer, spirits), etc.

    All of these industries are based on selling a product to make it interesting for the client. For example how many receipes are there for mashed potatoes? But yet people buy receipe books in droves. Or what about jeans? Remember when jeans were are all the rage in the eighties and jeans were cloned rampantly? Or how about sports? First people started with simple surfing, then skate boards then roller blades, etc. THAT is true innovation not hampered by patents!

    About IP theft, and wanting to eat? Gee whiz, but I think the engineers still eat in those industries. The difference is that the engineers have to actually be part of a business. A monopoly grants the inventor a license of bad business and money gouging.
  • by LeftOfCentre ( 539344 ) on Friday August 23, 2002 @08:04PM (#4130856)
    ...needs to look at the European software patent horror gallery [ffii.org]. Scary stuff.
  • by Courageous ( 228506 ) on Friday August 23, 2002 @08:09PM (#4130880)
    You're quite mistaken about the bigness of the deal. A large corporation with an investment in Linux could quite easily be gone after for license fees or be serviced with a cease and desist order. It's only a matter of time before these sorts of patents come out of the woodwork, actually.

    C//
  • by Alan Cox ( 27532 ) on Friday August 23, 2002 @09:38PM (#4131211) Homepage
    The best answer I've seen to the whole question came from a developer who made one very good point

    "Why worry about the US, its only 4% of the population"

    I guess the fact he was chinese gave him a rather more balanced perspective on life. For the SGI patents it appears that SGI have already shipped code under the GPL using those patents so it should be a non issue.

    However in the USSA you cannot simply ignore the problem. A kernel which is known to violate patents isnt shippable by vendors, and Debian would have to cease using it in the USSA too. Debian is going to be in a tricky position if the kernel is in the non-US packages.

    Could we end up with a world where the US is the one nation that can't use free software - ultimately thats quite possible. After all the US has many other fields where some large corporations systematically obliterated any small competition.

  • by fzammett ( 255288 ) on Saturday August 24, 2002 @09:05AM (#4132786) Homepage
    Speaking of the interpretation of patents, fair enough. I'll go so far as to say I stand corrected and agree, it's not "aginst the law" to do something that is patented.

    However, if you knowingly go forward with something that you know MAY be infringing a patent, you are inviting the patent holder to press his/her rights and prevent you from doing it, perhaps at great cost to you. Whether you agree with the underlying laws that allow this to potentially occur or not, you are foolish to simply ignore them.

    In New York it is actually legal to appear topless in public. In other states it is not. If a woman goes to Alabama, which we'll assume for the sake of argument has a law forbiding this activity, and walks down the street topless even though she knows it's against the law, that's a stupid thing to do. She might get swau with it because maybe no one will press charges (very likely if only men see here!), but it's still inviting trouble.

    The argument that you did not know about a patent and you therefore did not infringe it, is a weak legal position to take. You may in fact be able to win a case based on that, there may even be precedence for such a ruling, but it's a weak position and banking on winning on it isn't a bright idea.

    And in this case, Linus and the other involved folks DO know about the patents. They may not have read them, but let me put it this way... I'd LOVE to be the lawyer representing the plaintiff in a case against Linus here. I'd claim that he knew there was a patent he may be infringing and did not go through due dilligence to prevent the infringment and is therefore as guilty as someone who had read the patent and ignored it. Don't know if I'd win, but I'd feel very good about my case going in.

    Finally, your assertion that I made a complete fool of myself is ridiculous. My point was that Linus is a fucking asshole in this instance, and I stand by that completely. You are correct, it seems that he is not breaking any laws at present based on the definition you cited of patents, but he is most certainly inviting potential legal action by a legitimate (presumably legitimate anyway) patent holder. He in in fact flaunting the fact that he actively ignores patent holders and their IP rights because he does not believe in the concepts underlying the laws. This is, in my view, an extremely stupid position to take and potentially very unhealthy from a legal standpoint. Nothing may ever come of it, and he will look right and I will look wrong. That doesn't change the fact that he is putting himself at risk for his principals. Fine, he has that right. And others have the right to sue him and ruin him financially if they so wish. He knows this, and chooses to put his head in the sand. This, to me, is the definition of a fucking asshole.

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